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| Agenda |
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Washington Asset Building Coalition Presents
 June 4-5, 2008
Yakima Convention Center
Yakima, WA
| Conference fee |
Advance registration:
$95 per person by May 16. |
Regular registration:
$125 per person after May 16. |
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Agenda Highlights |
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| 8:00 a.m. |
Registration and Continental Breakfast |
| 9:00 a.m. |
Regional Asset Building Coalition Meetings |
| 10:00 a.m. |
Welcome & Opening Remarks
Paula Mahoney, WABC Co-Chair and WAMU
Rep. Jeannie Darneille, Tacoma
Kim Justice, Statewide Poverty Action Network (Facilitator) |
| 10:20 a.m. |
Keynote Address: Expanding Economic Opportunities through Asset Building
Andrea Levere, President, Corporation for Enterprise Development (CFED) |
| 11:00 a.m. |
Panel Discussion- Diverse Voices of Asset Building: Current Status and Future Direction |
| 11:35 a.m. |
Participant Perspectives |
| 12:20 p.m. |
Lunch Plenary: Expanding Access to Mainstream Financial Services
Mary Laraia, Project Director, Initiative for Financial Security,
The Aspen Institute |
| 1:45 p.m. |
Breakout Sessions I: Creating an Asset Building Strategy for Your Community |
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Asset Building 101: Spearheading Asset Building in Your Community
Explore the critical elements of an effective asset building initiative, including identifying key stakeholders, setting realistic goals, and measuring success.
Moderator: Paul Knox, CTED
Jerry DeGrieck, Seattle-King County ABC
Tracy Fletcher, Northwest Community Action Center
Barb Gorzinski, Pierce County Associated Ministries
Liz Myntti, Lower Columbia Community Action Program
Asset Policy and Advocacy
Learn about Washington State’s current asset policy and participate in a conversation on how it can be improved. Find out how you can advocate for changes in public policy that would help individuals and families build wealth.
Jeff Chapman, Washington Center on Budget & Policy
Kim Justice, Statewide Poverty Action Network
Dennis Smith, United Way of Snohomish County
Earned Income Tax Credit Campaigns — Training
While the EITC may be the Federal government’s largest anti-poverty tool, many low-income individuals and families are missing out on the opportunities to keep and retain their earnings at tax time. Learn how you can promote the EITC and establish volunteer income tax assistance sites in your community.
Moderator: Anee Brar, CTED
Barb Gorzinski, Pierce County Associated Ministries
Lauren McGowan, United Way of King County
Anne Smiley, Internal Revenue Service
Homeownership Preservation
What is predatory lending and what steps can be taken to protect potential victims. How can your organization assist distressed borrowers and prevent additional foreclosures? Learn how financial institutions and local organizations are working with borrowers facing foreclosure to help them stay in their homes.
Moderator: Paula Mahoney, Washington Mutual
Fred Corbit, Northwest Justice Project
Arturo Gonzales, El Centro de la Raza
Representative, ACORN
Financial Services Needs of Low Income People
An estimated 10 million American households do not have accounts at banks and other mainstream financial institutions. As a result, these individuals pay excessive fees for basic financial services, are susceptible to high-cost predatory lenders, or have difficulties buying a home, car or otherwise acquiring assets. Learn how you can help increase awareness of these problems, promote practical solutions by partnering with local stakeholders, and bring the benefits of mainstream financial services to the unbanked.
Sarah Gordon, Center for Financial Innovations, ShoreBank, Chicago
Soya Harris, High Cost of Being Poor project
Tricia McKay, Medina Foundation
Brad Williamson, Department of Financial Institutions
Roundtable Discussion – Microenterprise: Learning from Experienced Hands
Experts, amateurs and agencies meet for an open ended discussion on microenterprise. This discussion will focus on how organizations and agencies can come together to support, foster and grow microenterprise programs for their communities. Be ready to share your questions and perspective.
Moderator: Teresa Lemmons, WashingtonState Microenterprise Association
Presenters TBD
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| 3:00 p.m. |
Networking Break |
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| 3:15 p.m. |
Breakout Sessions II: Creating an Asset Building Strategy for Your Community |
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Asset Building Tools on the Web
Many web tools exist to better help you work with clients and your community. Learn about different web tools that you could incorporate into your asset building strategies.
Rob Bole, Beehive
Barb Gorzinski, PierceCountyAssetBuilding Coalition
Scott Kinney, JumpStart Coalition
Assets Scorecard – Washington State
How does Washington rank when compared to other states on asset building? Learn about CFED’s Assets and Opportunities Scorecard measures and how you can use it to change policy and priorities.
Andrea Levere, President, CFED
Kim Justice, Statewide Poverty Action Network
Individual Development Accounts (IDAs) – Skills-based primer
An IDA is a matched savings account that can be used for the purchase of a first home, further education or start a small business. Learn how your communitycould offer IDAs.
Moderator: Anee Brar, CTED
Terri Stoflet, Spokane Neighborhood Actions Programs
Terra Holcomb, United Way of King county
Jim Gatz, Assets for Independence, Department of HHS(invited)
Promoting Self-Sufficiency and Assets in Public Assistance and Housing programs
Come learn about and discuss how clients receiving public assistance benefits can be linked to financial education and asset building by their case managers.
Moderator: Paul Knox, CTED
Diane Christy, SHARE, Vancouver
Representative, SnohomishCountyAssetBuilding Coalition
Sarah Gordon, Center for Financial Innovations, ShoreBank, Chicago
Karen Heppler, Neighborhood Networks
Cathy Moray, Seattle-KingCountyAssetBuilding Coalition
Measuring Outcomes in Asset Building
What are different ways to measure and report outcomes in asset building programs? How do we define success and failure, and what do we do next?
Moderator: Dave Sieminski, Sieminski and Associates
Jen Romich, University of Washington
Roundtable Discussion – Strengthening Existing Asset Building Coalitions
Experts and amateurs meet for an open-ended discussion on strengthening current asset building coalitions. How can local coalitions be effective in meeting their goals? This session will be a forum for new and existing local coalitions to learn from each other.
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| 4:50 p.m. |
Goal Team Huddles – Learn about WABC goals teams, speak with the co-chairs and decide if you want to get involved. |
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Create a range of private and public financial products and services.
Facilitators: Kerri Rodkey, Bonnie White
Develop and promote public and lending policies for asset building.
Facilitators: Roberta Marsh, Abby Cooper-Lindman
Market savings, smart borrowing and benefits like the EITC.
Facilitators: Deborah Squires, Dave Sieminski
Expand financial literacy opportunities and outcomes across the state.
Facilitators: Liz Myntt
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| 5:30 p.m. |
Reception |
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| 7:30 a.m. |
Registration & Continental Breakfast |
| 8:15 a.m. |
Welcome |
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Recap of Previous Day, Context for Day Two |
| 8:30 a.m. |
Breakout Sessions III: Saving for the Future |
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Expanding Homeownership in Your Community – training session
Discuss how you can promote homeownership in your community. Assess your community’s current home ownership resources and determine what is needed to meet current needs of first-time homebuyers.
Moderator: Jan Navarre, CTED Housing Trust Fund
Peggy Burrell, Spokane Neighborhood Action ProgramsKaren Carlson, WashingtonState Housing Finance Commission
Microenterprise as an Asset Building Tool
Learn what makes microenterprise a viable tool for individuals and families as they move toward financial self-sufficiency. Gain an understanding of the role self-employment and micro-business plays in asset development.
Representative, Community Capital Development
Teresa Lemmons, WashingtonStateAssetBuilding Coalition
Kerri Rodkey, Spokane Neighborhood Action Program
Increasing Savings Incentives and Banking
Learn how your community can create savings campaigns to promote economic stability for individuals and families. Topics will include successful national savings campaigns used throughout the country.
George Barany, America Saves, Consumer Federation of America
Louisa Quittman, US Department of the Treasury
Representative, Bank of America, Bank on Seattle Initiative
Working with People with Disabilities – Outreach Strategies and Dispelling Eligibility Myths
What are federal and state asset limits for people with disabilities? Do people with disabilities lose benefits when they open an IDA account or a business? Case managers and program administrators will learn about building assets for disabilities without jeopardizing their benefits.
Jane Bloom, Parkview Services
Abby Cooper, Cooper/Lindman and Associates
Frances Pennell, Washington Assistive Technology Foundation
Asset Building Around the Country
What are practitioners in other states doing to promote asset building? How can those models be applied in Washington State?
Moderator: Dave Sieminski, National Community Tax Coalition
Ann Baddour, Texas Appleseed
Sonia Kalukas, US Department of the Treasury
Dory Rand, ShriverCenter on Law and Poverty, Illinois ABC
Roundtable Discussion: NW Native Asset Building
This session is an opportunity to discuss how tribes and Native groups can foster asset building in their communities.
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| 9:45 a.m. |
Networking Break |
| 10:00 a.m. |
Breakout Sessions: Protecting our Assets |
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Effective Financial Education and Asset Preservation Practices
How can communities ensure that its citizens have convenient access to financial counseling services? What types of services are most needed and how can they be delivered? Debt reduction
Moderator: Liz Myntti, Lower Columbia Community Action Program
Cecil Ellsworth, Granite LakeResources
Charlie Helms, Executive Director, Consumer Counseling Northwest
Judy Poston, Solid Ground
Funding your Asset Building Initiative
Find out about cost-effective strategies to support your local asset building initiative. Identify key strategic partners by understanding their interests and resources. What are Community Development Finance Institutions (CDFIs) and are they worth it?
Moderator: Kerri Rodkey, Spokane Neighborhood Action Programs (SNAP)
Michael Brown, Seattle Foundation
Marie Kurose, Paul Allen Foundation
Paula Mahoney, Washington Mutual
Financial Education for Youth
Learn how other states promote financial education and how Washington State can be a frontrunner. Topics include financial education in schools through education for seniors.
Lisa Kanemoto, Federal Deposit Insurance Corporation (FDIC)
Lyn Peters, Washington State Department of Financial Institutions
Dory Rand, ShriverCenter on Law and Poverty, Illinois ABC Rep. Sharon Tamiko Santos, Financial Literacy Private Public Partnership
The ABCs of Asset Building in Tribal Communities
Explore how asset building programs could be provided to each of the state’s 29 federally-recognized tribes. Identify potential partners, programs and curriculum that would meet tribal members’ needs.
Moderator: Iris Friday, Department of Housing and Urban Development
Joanna Donahoe, Oweesta, Florida
Karen Edwards, KME Consulting and Center for Social Development
Understanding Cross Cultural Attitudes and Values for Reaching New Immigrants
Learn how different cultures view money and how you help them reach their financial goals. Determine the best way to reach new citizens.
Manny Lee, Department of Housing and Urban Development
Ann Baddour, Texas Appleseed
Rosemary Sanchez-Allen, HeritageCollege
Representative, Peoples Bank, Wenatchee
Justine Leyson, International District Housing Alliance
Roundtable Discussion: Individual Development Accounts – Washington, Oregon – Sharing best practices and challenges in program operations
Anee Brar, CTED, Washington
Cynthia Winter, Neighborhood Partnership Fund, Oregon
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| 11:15 a.m. |
Regional and Tribal Asset Building Coalition Meeting |
| 12:00 p.m. |
Lunch |
| 1:00 p.m. |
Getting By, Getting Ahead, Staying Ahead – Asset Building to Scale |
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Legislative Panel — Asset Building: Our Progress So Far – Town Hall Meeting
David Harrison, University of Washington
Leader Panel
All of Us |
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Grant Drawing for Local Asset Building Coalition |
| 4:00 p.m. |
Adjourn |
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